Edit Contact Details

Since leads can be created using unverified information, you can edit their contact details if you receive updated or corrected info.

Things to Keep in Mind

1. Only Owners and Managers can edit lead contact details.
   
2. You can update the name, email, and phone number of a lead.
   
3. Changes made here do not update the corresponding record in the Contacts tab.
   

How to Edit Contact Details

1. Go to Leads: Navigate to Leads from your sidebar.
   
2. Open a Lead: Click on the lead you want to update to open the Summary view.
   
3. Click Edit: In the Lead Info card on the right, click the Edit button.
   
4. Update the Details: Modify the name, email, or phone number as needed.
   
5. Click Save to confirm your updates.
   

Use this when a lead has entered incorrect info or you're following up through a different number or email.

Need More Help?

Contact our support team.

• Related Articles

• Add a Note to Lead

  Keeping track of leads is important when managing multiple prospects. Notes help you document key updates, next steps, or context, making it easier to stay organised and collaborate. Things to Keep in Mind Access: Owners, Managers, and Support can ...

• Understand Leads Summary

  The Leads Summary view gives you a complete picture of each lead, from how they came in, to what they need, and how far they’ve progressed. What You Will See At the top of the page: Assigned Member: Who is handling the lead Created Date: When the ...

• Qualify a Lead

  You can qualify a lead once you’ve reviewed their query and found it to be a good fit for your services. Things to Keep in Mind Owners and Managers can mark any lead as Qualified Qualifying a lead automatically converts it into an Open Deal. As part ...

• What is Contacts

  Contacts is a list of people who have signed up on your workspace, whether or not they have made a purchase. It helps you keep track of everyone who has shown interest in your services. For each contact, you can see: Name Email Phone number Since ...

• Delete a Lead

  Delete a lead to keep your workspace data clean and remove entries that are no longer relevant. Things to Keep in Mind Only Owners and Managers can delete leads. Deleted leads cannot be recovered. How to Delete a Lead Go to Leads: Navigate to Leads ...